Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.553 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47446.37 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46048.38 Kr¶
PnL: ---------------------------------------> -840.19 Kr¶
DD now: ---------------------------------> -2.434 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 11:42:31.117973'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.960000 | 3140.000000 | 213.000000 | 7.280000 | 2927.000000 |
| HEBA B | 70 | 0.000000 | 2772.000000 | 136.000000 | 5.160000 | 2636.000010 |
| HMS Networks | 2 | -0.400000 | 787.600000 | 114.600000 | 17.030000 | 673.000000 |
| SAAB B | 8 | -0.050000 | 3441.600000 | 64.600000 | 1.910000 | 3377.000000 |
| Nordea Bank Abp | 29 | 0.850000 | 3513.060000 | 59.060000 | 1.710000 | 3453.999992 |
| MedCap | 2 | -0.220000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.180000 | 394.400000 | 39.400000 | 11.100000 | 355.000000 |
| Resurs Holding | 22 | 1.700000 | 603.900000 | 29.900000 | 5.210000 | 573.999998 |
| Boozt | 12 | 0.570000 | 1681.200000 | 27.200000 | 1.640000 | 1653.999996 |
| Corem Property Group B | 59 | 0.790000 | 603.570000 | 26.570000 | 4.600000 | 576.999999 |
| Intrum | 4 | 1.510000 | 553.000000 | 26.000000 | 4.930000 | 527.000000 |
| AcadeMedia | 12 | -0.330000 | 576.720000 | 19.720000 | 3.540000 | 557.000004 |
| Securitas B | 6 | 1.690000 | 585.840000 | 15.840000 | 2.780000 | 570.000000 |
| Swedbank A | 3 | 0.680000 | 579.750000 | 15.750000 | 2.790000 | 564.000000 |
| Norva24 Group | 16 | 0.870000 | 558.720000 | 15.720000 | 2.900000 | 543.000000 |
| OEM International B | 7 | -0.510000 | 543.200000 | 15.200000 | 2.880000 | 527.999997 |
| Eastnine | 4 | -0.480000 | 501.600000 | 10.600000 | 2.160000 | 491.000000 |
| Creaspac SPAC | 6 | 0.210000 | 582.000000 | 5.000000 | 0.870000 | 577.000002 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.460000 | 567.000000 | 5.000000 | 0.890000 | 562.000005 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.560000 | 250.560000 | 4.560000 | 1.850000 | 246.000000 |
| Coor Service Management Hold. | 8 | -0.070000 | 535.200000 | 3.200000 | 0.600000 | 532.000000 |
| Karnov Group | 9 | -0.170000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Handelsbanken A | 5 | 0.280000 | 541.500000 | -4.500000 | -0.820000 | 546.000000 |
| Midsona B | 63 | 0.220000 | 569.520000 | -13.480000 | -2.310000 | 582.999984 |
| CTEK | 13 | -3.230000 | 513.500000 | -20.500000 | -3.840000 | 533.999999 |
| International Petroleum Corp. | 5 | 3.620000 | 572.000000 | -22.570000 | -3.800000 | 594.565215 |
| Essity B | 2 | -0.400000 | 547.000000 | -27.000000 | -4.700000 | 574.000000 |
| Essity A | 4 | -0.180000 | 1096.000000 | -53.000000 | -4.610000 | 1149.000000 |
| Vivesto | 1368 | 0.000000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.560000 | 3780.000000 | -70.000000 | -1.820000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.550000 | 3668.000000 | -143.000000 | -3.750000 | 3810.999990 |
| Beijer Electronics Group | 26 | -1.670000 | 2756.000000 | -215.000000 | -7.240000 | 2971.000006 |
| OX2 | 18 | 0.890000 | 1431.000000 | -233.000000 | -14.000000 | 1663.999992 |
| Axfood | 13 | 0.370000 | 3481.400000 | -274.600000 | -7.310000 | 3756.000001 |
| Ovzon | 52 | -0.370000 | 2766.400000 | -595.600000 | -17.720000 | 3361.999992 |
| TOTAL | 46048.380000 | -840.190000 | -2.43373% | 46888.564618 |
Updated:¶
'2023-01-27 11:42:44.040246'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
